Release Notes Duplicate Check

Release Notes for Dynamics 365

Last published at: November 22nd, 2024

Release R7, November 2024

Release R7, version 1.4.0.2
DC Local release 1.7.0.
Download the latest DC Local version here.
Release date November 2024
Update Instructions
 To make use of new features such as Auto Merge, please update to the latest version of DC Local. Find your DC Local edition (for Mac or Windows) here.
New
  • DC Merge - After running a DC Job, automatically merge duplicates found in the job according to set criteria, with the new Auto Merge feature. Read more here.
  • DC Merge - On the new Merge Settings tab, define a default rule for selecting what will be the Master record, and default rules per field for selecting which value will be preserved on the Master record at merge. Read more here.
Improved
  • Duplicate Prevention - When saving an existing record, decide whether a search for duplicate records should be initiated only if scenario fields were updated, or any field on the record. Define this in the Feature Activation settings.
  • General - Discover Data Flows, Plauti’s new import feature for Salesforce and Microsoft Dynamics. In Plauti Cloud, in the Data Importer menu, create Data Flows to process data in bulk. Import CSV or Excel files of any size into a Salesforce or Dynamics environment, with support for any Object or Entity type, and handy features like previous mapping memory. Perfect for data migration projects. Read more here.
    For now you can only insert data as new records into a Dynamics or Salesforce environment, but in the future updating, exporting and other data processing options will be available.

Release R5.1, September 2024

Release R5.1, version 1.2.0.5
DC Local release 1.6.5
Release date 2 September 2024
Improved
  • DC Merge – Decide to disable losing records upon merge, instead of deleting them altogether. Read more.
  • General - The app’s uninstall process has been improved.

Release R5, July 25 2024

Release R5, version 1.2.0.1
DC Local release 1.6.5
Release date July 25, 2024
Improved
  • DC Job - Add a filter to a Duplicate Check job, to run the job on a subset of records.
Fixed
  • DC Job - Sometimes additional, nameless dummy jobs were created that could not be processed. This did not interfere with running the actual job.

Release R4, June 2024

Release R4, version 1.1.0.14
DC Local release 1.6.3
Release date June 2024
Improved
  • DC Merge - A user’s security role is now taken into account for merging. If a user has no merge permission in their security role, the Merge button is not shown when duplicates are found.
Fixed
  • DC Job - If the licensed record limit is reached, the records with the oldest created date are processed instead of randomly selected records.

Release R3, April 2024

Release R3, version 1.1.0.0
DC Local release 1.6.3
Release date April 2024
New
  • DC Job - Search for duplicates in bulk with DC Job. Run a batch search for duplicates on Plauti Cloud‍ or DC Local‍ and view the results in your Dynamics 365 environment. Read more here.‍ 
  • DC Merge - Did you encounter a duplicate when processing a record, or found a number of duplicates with a DC Job? Merge them into one record, up to 15 records at a time. Choose which values to keep, and get rid of duplicate data. Read more here.‍ 
  • DC Live - Find duplicate records when opening a record. With this setting enabled, DC will check for duplicates when opening an existing record. If duplicates of the record are found, merge them right away on the "Duplicates Found” tab. Read more here.
  • License - Find all your license information on the new License page. View your licensed features, record limit, renewal date and more. Read more here.
Improved
  • Matching Methods - When searching for duplicates with a DC Job, use the Fuzzy matching method to find duplicates even though they contain typing errors. Read more here.‍